Timothy Plan US Small Cap Core ETF (TPSC) Institutional Ownership

$34.90
+0.13 (+0.37%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Timothy Plan US Small Cap Core ETF (NYSEARCA:TPSC)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$27.53M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$5.31M
Get TPSC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Timothy Plan US Small Cap Core ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

TPSC Institutional Buying and Selling by Quarter

Timothy Plan US Small Cap Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Strategic Blueprint LLC25,549$937K0.1%-2.9%0.741%
4/17/2024 Vicus Capital11,005$404K0.0%+6.9%0.319%
4/16/2024 OneAscent Financial Services LLC156,696$5.75M0.6%+269.4%4.542%
4/16/2024 OneAscent Wealth Management LLC51,340$1.88M0.7%+744.7%1.488%
4/11/2024 O Connor Financial Group LLC150,520$5.52M3.3%+1.4%6.272%
2/12/2024WorthPointe LLC19,114$676K0.3%+64.2%0.796%
2/9/2024Advisory Services Network LLC9,476$335K0.0%N/A0.395%
2/9/2024EverSource Wealth Advisors LLC45,810$1.62M0.1%+16.8%1.909%
2/8/2024First Heartland Consultants Inc.11,222$397K0.0%-11.2%0.468%
2/7/2024Envestnet Portfolio Solutions Inc.9,914$351K0.0%+32.8%0.413%
2/6/2024Bare Financial Services Inc9,731$344K0.7%N/A0.405%
2/5/2024Silver Oak Securities Incorporated6,087$215K0.0%+232.1%0.254%
2/1/2024 Vicus Capital10,293$364K0.0%+3.0%0.429%
1/31/2024J.W. Cole Advisors Inc.14,564$515K0.0%+3.0%0.607%
1/25/2024 International Assets Investment Management LLC42,781$1.51M0.0%N/A1.783%
1/24/2024 International Assets Investment Management LLC42,781$1.51M0.0%N/A1.783%
1/23/2024Householder Group Estate & Retirement Specialist LLC8,447$298K0.1%+107.7%0.352%
1/18/2024 Symphony Financial Ltd. Co.6,062$205K0.0%N/A0.253%
1/17/2024Sound Stewardship LLC20,393$722K0.5%+146.3%0.850%
1/12/2024 Whitaker Myers Wealth Managers LTD.8,942$316K0.2%-3.7%0.373%
1/11/2024 OneAscent Wealth Management LLC6,078$215K0.1%-93.1%0.253%
1/11/2024 OneAscent Financial Services LLC42,417$1.50M0.2%-9.4%1.767%
1/10/2024Creative Financial Designs Inc. ADV76,685$2.71M0.3%+2.4%3.195%
11/20/2023Silver Oak Securities Incorporated1,833$57K0.0%-89.1%0.076%
11/13/2023Frontier Asset Management LLC44,843$1.39M0.6%-29.4%1.868%
11/13/2023Envestnet Portfolio Solutions Inc.7,463$231K0.0%N/A0.311%
11/13/2023Kestra Advisory Services LLC21,106$654K0.0%+57.9%0.879%
11/9/2023Oliver Lagore Vanvalin Investment Group2,891$90K0.0%+140.5%0.120%
11/9/2023First Heartland Consultants Inc.12,638$392K0.0%-49.8%0.527%
11/8/2023Sowell Financial Services LLC19,000$589K0.0%N/A0.792%
11/7/2023Atria Investments Inc157,882$4.89M0.1%N/A6.578%
11/4/2023EverSource Wealth Advisors LLC39,208$1.22M0.1%+64.9%1.634%
10/26/2023Sound Stewardship LLC8,280$257K0.2%N/A0.345%
10/24/2023J.W. Cole Advisors Inc.14,143$438K0.0%+5.3%0.589%
10/24/2023 Cambridge Investment Research Advisors Inc.8,947$277K0.0%+10.2%0.373%
10/23/2023 Vicus Capital9,998$310K0.0%+15.1%0.417%
10/23/2023Commonwealth Equity Services LLC11,657$361K0.0%+3.7%0.486%
10/20/2023 O Connor Financial Group LLC148,293$4.59M3.1%+2.0%6.179%
10/13/2023 OneAscent Financial Services LLC46,796$1.45M0.4%N/A1.950%
10/13/2023 OneAscent Wealth Management LLC87,454$2.71M1.2%N/A3.644%
Exposed: 10 CENT Crypto to Explode April 20th? (Ad)

The man who bought Bitcoin and Ethereum in 2017… and has spotted 44 different coins that have returned over 100%... Is now exposing a 10-cent coin that just partnered with Amazon…

Click For My #1 FREE Crypto for 2024
10/10/2023Householder Group Estate & Retirement Specialist LLC4,067$126K0.0%N/A0.169%
8/17/2023 Vicus Capital8,689$277K0.0%N/A0.362%
8/11/2023WorthPointe LLC6,848$218K0.1%N/A0.285%
8/10/2023Frontier Asset Management LLC63,482$2.02M0.9%-26.0%2.645%
8/10/2023Cetera Advisor Networks LLC24,763$790K0.0%+3.2%1.032%
8/10/2023Cetera Investment Advisers6,391$204K0.0%N/A0.266%
8/4/2023EverSource Wealth Advisors LLC23,784$758K0.1%+39.5%0.991%
8/2/2023 Values First Advisors Inc.5,010$160K0.1%N/A0.209%
8/2/2023Nemes Rush Group LLC1,240$40K0.0%N/A0.052%
8/2/2023Silver Oak Securities Incorporated16,751$534K0.1%+81.0%0.698%
8/2/2023Sigma Planning Corp24,518$782K0.0%-1.9%1.022%
7/31/2023LPL Financial LLC27,948$891K0.0%+62.2%1.165%
7/26/2023First Heartland Consultants Inc.25,198$803K0.1%-3.7%1.072%
7/26/2023Creative Financial Designs Inc. ADV65,509$2.09M0.2%+5,432.9%2.788%
7/14/2023 O Connor Financial Group LLC145,383$4.64M3.2%+14.7%6.187%
7/13/2023 Whitaker Myers Wealth Managers LTD.9,068$289K0.2%+8.0%0.386%
7/13/2023 Cambridge Investment Research Advisors Inc.8,116$259K0.0%+6.2%0.345%
5/11/2023EverSource Wealth Advisors LLC17,046$533K0.1%+50.2%0.758%
5/8/2023Sigma Planning Corp24,987$781K0.0%+2.6%1.111%
5/5/2023Silver Oak Securities Incorporated9,255$299K0.0%N/A0.411%
5/3/2023J.W. Cole Advisors Inc.13,496$422K0.0%+4.0%0.600%
5/2/2023HHM Wealth Advisors LLC3,878$121K0.0%+53.9%0.172%
4/28/2023 Strategic Blueprint LLC37,400$1.17M0.1%+7.6%1.662%
4/25/2023Creative Financial Designs Inc. ADV1,184$37K0.0%+57.0%0.053%
4/17/2023 OneAscent Financial Services LLC13,143$411K0.2%N/A0.571%
4/17/2023First Heartland Consultants Inc.26,174$818K0.1%+10.7%1.138%
4/14/2023 O Connor Financial Group LLC126,780$3.96M3.0%N/A5.512%
2/15/2023Frontier Asset Management LLC85,938$2.62M1.2%-6.0%3.819%
2/15/2023Ambassador Advisors LLC287,976$8.76M1.9%+8.3%12.799%
2/9/2023Sowell Financial Services LLC40,000$1.22M0.1%N/A1.778%
2/9/2023EverSource Wealth Advisors LLC11,352$345K0.1%+13.2%0.505%
2/7/2023Commonwealth Equity Services LLC11,280$343K0.0%+16.3%0.501%
2/7/2023Envestnet Asset Management Inc.19,274$586K0.0%+12.2%0.857%
1/26/2023 Strategic Blueprint LLC34,757$1.06M0.1%-2.8%1.545%
1/24/2023Sigma Planning Corp24,343$741K0.0%+16.0%1.082%
1/13/2023First Heartland Consultants Inc.23,648$720K0.1%+31.9%1.028%
11/18/2022Ambassador Advisors LLC265,949$7.37M1.7%N/A13.297%
11/10/2022Sigma Planning Corp20,980$581K0.0%+3.0%1.049%
11/8/2022 Strategic Blueprint LLC35,753$990K0.1%-21.3%1.788%
11/7/2022EverSource Wealth Advisors LLC10,030$278K0.1%+45.8%0.502%
11/4/2022HHM Wealth Advisors LLC2,520$70K0.0%+222.3%0.126%
11/1/2022Kestra Advisory Services LLC13,099$363K0.0%+48.4%0.655%
10/20/2022First Heartland Consultants Inc.17,926$496K0.0%-22.0%0.896%
10/18/2022Allworth Financial LP1,530$42K0.0%+53.5%0.077%
8/13/2022Frontier Asset Management LLC106,784$3.08M2.6%-53.3%6.102%
8/12/2022 Strategic Blueprint LLC45,407$1.31M0.2%+12.4%2.595%
8/11/2022Cetera Advisor Networks LLC8,607$249K0.0%N/A0.492%
8/11/2022Sigma Planning Corp20,367$588K0.0%-15.6%1.164%
8/10/2022Cerity Partners LLC20,000$578K0.0%N/A1.143%
8/1/2022EverSource Wealth Advisors LLC6,877$199K0.1%+31.0%0.393%
Protect Yourself While There’s Still Time … (Ad)

The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

4 simple steps to protect your privacy and money before it’s too late.
7/27/2022J.W. Cole Advisors Inc.12,138$350K0.0%+10.7%0.694%
7/19/2022Commonwealth Equity Services LLC8,625$249K0.0%-4.0%0.507%
7/13/2022Allworth Financial LP997$29K0.0%N/A0.059%
7/12/2022First Heartland Consultants Inc.22,970$663K0.1%+28.2%1.351%
6/10/2022J.W. Cole Advisors Inc.10,967$362K0.0%+9.6%0.627%
5/25/2022EverSource Wealth Advisors LLC5,250$173K0.0%+65.1%0.300%
5/16/2022Frontier Asset Management LLC228,604$7.54M5.3%+119.0%13.063%
5/4/2022Commonwealth Equity Services LLC8,985$296K0.0%N/A0.513%
4/26/2022Kestra Advisory Services LLC12,264$404K0.0%N/A0.701%
4/21/2022First Heartland Consultants Inc.17,915$590K0.1%N/A1.120%
(Data available from 1/1/2016 forward)

TPSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPSC shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Timothy Plan US Small Cap Core ETF. The most heavily invested institutionals were Ambassador Advisors LLC ($8.76M), OneAscent Financial Services LLC ($5.75M), O Connor Financial Group LLC ($5.52M), Atria Investments Inc ($4.89M), Creative Financial Designs Inc. ADV ($2.71M), OneAscent Wealth Management LLC ($1.88M), and EverSource Wealth Advisors LLC ($1.62M).Learn more on TPSC's institutional investors.

Which institutional investors have been buying Timothy Plan US Small Cap Core ETF stock?

Of the 37 institutional investors that purchased Timothy Plan US Small Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ambassador Advisors LLC ($287.98K), OneAscent Financial Services LLC ($174.22K), Atria Investments Inc ($157.88K), O Connor Financial Group LLC ($150.37K), OneAscent Wealth Management LLC ($132.72K), Frontier Asset Management LLC ($124.20K), and International Assets Investment Management LLC ($85.56K).

How much institutional buying is happening at Timothy Plan US Small Cap Core ETF?

Institutional investors have bought a total of 1,519,180 shares in the last 24 months. This purchase volume represents approximately $48.08M in transactions.

Which Timothy Plan US Small Cap Core ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Timothy Plan US Small Cap Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Frontier Asset Management LLC ($168.31K), OneAscent Wealth Management LLC ($81.38K), First Heartland Consultants Inc. ($20.00K), Silver Oak Securities Incorporated ($14.92K), Strategic Blueprint LLC ($11.42K), OneAscent Financial Services LLC ($4.38K), and Sigma Planning Corp ($4.24K).

How much institutional selling is happening at Timothy Plan US Small Cap Core ETF?

Institutional investors have sold a total of 305,336 shares in the last 24 months. This volume of shares sold represents approximately $9.55M in transactions.


This page (NYSEARCA:TPSC) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners